Index Technologies Group LLC
SEC Form 13F institutional filer · CIK 0002095322
13F-HR · 66 reported holdings · 2026-03-31
Reported long-US-equity value
$0.06B
Top-10 concentration
49.7%
Index Technologies Group LLC — $57.3M AUM allocation strategy
Index Technologies Group LLC files SEC Form 13F and reports $57.3M of long US equity value across 66 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.4%, followed by Financials 15.6% and Communication Services 7.5%.
The top 10 holdings account for 50% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Index Technologies Group LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$57.3M
total across 66 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
50% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IYY +22.4K sh · +$965K+$SCHW +20.9K sh · +$1.13M+$IVZ +16.4K sh · +$844K
Biggest trims (shares)
−$CNP −5.06K sh · −$162K−$IWM −2.61K sh · −$1.39M−$BKR −941 sh · +$91.5K
Exited to nil (held last quarter, gone now)
$ORLY ($1.13M last qtr)$VOO ($1.03M last qtr)$KR ($770K last qtr)$FFIV ($553K last qtr)$MA ($430K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors9.3%—
- Investment Banking & Brokerage8.9%—
- Asset Management & Custody Banks6.8%—
- Interactive Media & Services6.1%—
- Technology Hardware, Storage & Peripherals4.1%—
- Systems Software3.2%—
- Health Care Services2.8%—
- Broadline Retail2.1%—
- Other holdings56.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 138K | $5.07M | +20.9K | 8.8% |
| $NVDA | NVIDIA Corporation | 17K | $2.97M | +674 | 5.2% |
| $BLK | BlackRock Inc | 37.1K | $2.5M | +9.48K | 4.4% |
| $AAPL | Apple Inc | 9.3K | $2.36M | +406 | 4.1% |
| $GOOGL | Alphabet Inc | 7.69K | $2.21M | +82 | 3.8% |
| $MSFT | Microsoft Corporation | 4.96K | $1.84M | +255 | 3.2% |
| $IVZ | Invesco Ltd | 23.9K | $1.38M | +16.4K | 2.4% |
| $META | Meta Platforms Inc | 2.29K | $1.31M | +8 | 2.3% |
…and 58 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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